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American Funds 2060 Target Date Retirement Fund Class R-6: (MF: RFUTX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$18.00 USD
-0.11 (-0.61%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.89 | 89 |
| 3 months | -1.89 | 89 |
| 6 months | -2.72 | 84 |
| 1 Year | 5.15 | 50 |
| 3 Year | 6.36 | 8 |
| 5 Year | 13.47 | 18 |
| 10 Year | 9.10 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.15 |
| 5 Year | 13.47 |
| 10 Year | 9.10 |
| Since Inception | 9.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.89 | NA | NA | NA |
| 2024 | 7.86 | 1.79 | 6.19 | -0.84 |
| 2023 | 6.37 | 5.99 | -3.61 | 11.90 |
| 2022 | -7.88 | -15.17 | -5.44 | 8.75 |
| 2021 | 4.10 | 6.73 | -0.39 | 5.88 |
| 2020 | -17.53 | 19.12 | 7.09 | 13.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.89 | 15.61 | 21.61 | -19.64 | 17.19 | 19.44 | 25.00 | -5.61 | 22.49 | 8.41 |
| % Total Return Rel to Index | 2.37 | -9.40 | -4.63 | -1.44 | -11.49 | 1.04 | -6.48 | -1.21 | 0.69 | -3.52 |
| % Total Return Rel to Peer | -2.08 | 5.69 | 8.45 | -6.68 | 5.68 | 8.75 | 7.80 | 0.88 | 9.03 | 2.13 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 2.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.21 | 0.22 | 0.11 | 0.17 | 0.13 | 0.14 | 0.12 | 0.11 | 0.13 |
| % Yield | 0.00 | 1.10 | 1.23 | 0.78 | 0.92 | 0.78 | 0.96 | 0.98 | 0.86 | 1.20 |
| Capital Gains ($) | 0.00 | 0.39 | 0.15 | 0.76 | 0.49 | 0.31 | 0.34 | 0.31 | 0.10 | 0.12 |
| Expense Ratio | 0.00 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.03 | 0.04 | 0.05 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%